Powerful Legal and Trust Accounting Software

For lawyers, there is no room for error when it comes to trust accounting. Rocket Matter’s legal trust accounting software helps you reconcile your accounts easily, stay in compliance, and run a better business.

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Accurately Track Your Trust Accounts and Stay Compliant

Manage your trust payments quickly and easily with Rocket Matter.

Trust Accounts
  • Create Multiple Trust Accounts
    Handling multiple matters for a single client? Rocket Matter gives you the option to create separate trust accounts for each of their matters and easily transfer funds between them.
  • Stay in Compliance
    Rocket Matter’s trust accounting software creates both trust and operating accounts as required by industry regulations. And when you process credit card payments through Rocket Matter Pay, your processing fees are automatically withdrawn from your operating account at the end of the month.
  • Generate Invoices that Comply with Regulations
    Rocket Matter enables you to add details to all line items and deposits. You can also input LEDES codes and other information that will help you meet your specific requirements.

Stay on Top of Your Law Firm's Financials

Rocket Matter helps you keep track of your firm’s profitability and financial health.

  • Replenish Your Trust
    Increase your collection percentage with Evergreen retainers. Generate replenishment requests when your trust account falls below a certain threshold.
  • Reconcile Your Accounts
    Most states have a trust account reconciliation requirement. Reconcile your bank statements easily with our QuickBooks Online integration, which syncs both trust and operating account transactions.
  • Apply Trust Holds
    When necessary, you can place a hold on client trust accounts so invoices are not paid from trust.
  • Access Detailed Trust Account Reports
    Quickly view your firm’s trust account transactions across all clients or see a trust transaction on a client level.
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Get Started with Rocket Matter's Trust Accounting Today!

See for yourself how Rocket Matter’s legal trust account features can help your law firm.

More Time Billing Features Included with Rocket Matter:

contact management

Time Tracking

small firms

Legal Billing

calendaring and tasks

Online Payments

Trusted by Law Firms Since 2008 for Unparalleled Product & Service

Testimonials

"Overall, my experience with Rocket Matter has been very successful in navigating through the website and it is pretty self explanatory which helps when training new employees comes up. The ease in using this software makes working to track time spent on cases flawless."


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Brittany Grey
The Peterson Law Firm

"Rocket Matter has been excellent for our firm and it allows us to maintain excellent billing practices while maintaining everything in an organized fashion."
 
peter Cruice

Peter Cruice
Sinsheimer & Associates